Northern Trust · 1 week ago
Trust Advisor
Las Vegas, NV
Full-time
Hybrid
Senior Level
7+ years expNorthern Trust is a globally recognized financial institution that provides innovative financial services to individuals and institutions. The Trust Advisor role involves managing a portfolio of wealth management clients, offering tailored advice, and ensuring compliance with fiduciary standards while building and maintaining client relationships.
BankingFinanceFinancial ServicesWealth Management
Responsibilities
Manages assigned account base of wealth management clients by working with clients and their professional advisors to develop a thorough understanding of the client’s needs and goals
Guides client conversations for goals driven wealth management and holistic advice
Provides proactive advice to clients on NT’s products/services, emerging issues, regulatory/tax changes, and appropriate actions for the client
Combines technical knowledge with fact finding and analysis to develop advice-driven solutions for clients
Explains complicated concepts to clients in a thoughtful way using non-technical terminology
Maintains a working knowledge of various NT resources and utilizes fiduciary knowledge, experience, and NT resources to identify opportunities for relationship enhancement
Focused client service with responsiveness, diplomacy and tact; proactive client contact through written and verbal communication with suitable frequency
Exhibits excellent time management skills
Builds and maintains knowledge of NT fiduciary standards and practices, applying fiduciary knowledge and judgment to fiduciary relationships
Understands and complies with internal policies, processes and procedures to effect prudent risk management and judgment
Recognizes fiduciary risk issues and seeks appropriate resolution
Cultivates relationships with referral sources and centers of influence to build the business; identifies and develops new business opportunities
Participates in community and professional organizations representing NT
Teaches and mentors less experienced partners
Advises Relationship Advisors on fiduciary issues and serves as a fiduciary resource on relationships managed by Relationship Advisors
Travels to meet with clients where appropriate considering revenue, new business opportunities, or servicing requirements
Seeks continued development of fiduciary and advisory skills through training and experience
Exercises judgment based on the analysis of multiple sources of information
Qualification
Required
Knowledge of fiduciary and financial products and services, usually acquired through related work experience, is required to manage client accounts
Technical knowledge of investments, tax, legal, and operations usually acquired through formal education or related experience is required to service clients
Knowledge of fiduciary standards, principles, and applicable laws and regulations usually acquired through training, seminars, or law school is required to administer accounts
Skills in negotiating, problem solving, delegating, leadership, and sales are necessary to service the client relationship
Ability to explain difficult or sensitive information; ability to work to build consensus
College or university degree &/or relevant proven work experience
7-10 years' experience in fiduciary servicing, in personal trust, estate administration or related fields
Company
Northern Trust
Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, fiduciary and banking.
10001+ employees
H1B Sponsorship
Northern Trust has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (180)
2024 (203)
2023 (102)
2022 (74)
2021 (298)
2020 (83)
Funding
Current Stage
Public CompanyTotal Funding
$1.25B2025-11-20Post Ipo Debt· $1.25B
1978-01-13IPO
Leadership Team
Michael O'Grady
President, Chief Executive Officer & Director
Peter Cherecwich
Chief Operating Officer
Recent News
Business Wire
2025-12-18
2025-12-11
Company data provided by crunchbase